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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
801
Valeo Financial Advisors
Indiana
$316K +$99.5K +585 +48%
BW
802
BIP Wealth
Georgia
$314K – – –
AWA
803
Arete Wealth Advisors
Illinois
$313K -$67.2K -395 -18%
GFWA
804
Grey Fox Wealth Advisors
Delaware
$312K +$1.87K +11 +0.6%
SW
805
SkyOak Wealth
Michigan
$312K – – –
NDSI
806
Newman Dignan & Sheerar Inc
Rhode Island
$310K +$1.53K +9 +0.5%
EFG
807
Ethos Financial Group
Pennsylvania
$309K – – –
SIG
808
Spinnaker Investment Group
California
$306K +$298K +1,752 New
SWGC
809
Summit Wealth Group (Colorado)
Colorado
$306K -$1.19M -7,010 -89%
AWM
810
Ameliora Wealth Management
Switzerland
$306K – – –
FGI
811
Foresight Global Investors
New York
$305K +$297K +1,745 New
SIA
812
Soltis Investment Advisors
Utah
$303K -$10.4K -61 -3%
RPGK
813
Retirement Planning Group (Kansas)
Kansas
$300K -$5.28K -31 -2%
QWM
814
Quadcap Wealth Management
Texas
$298K +$170 +1 +0.1%
OFI
815
Outbound Financial Inc
Colorado
$293K – – –
OCM
816
Orleans Capital Management
Louisiana
$292K -$11.4K -67 -4%
GSWM
817
Golden State Wealth Management
California
$291K -$5.1K -30 -2%
VVP
818
Venture Visionary Partners
Ohio
$291K +$1.53K +9 +0.5%
SA
819
Sovran Advisors
California
$291K +$2.38K +14 +0.8%
LTI
820
Laffer Tengler Investments
Tennessee
$290K +$283K +1,663 New
WP
821
Wealthspan Partners
Iowa
$288K – – –
LFA
822
Legacy Financial Advisors
Kentucky
$286K -$11.7K -69 -4%
MA
823
Marquette Associates
Illinois
$285K – – –
HBWM
824
Hollow Brook Wealth Management
New York
$285K +$278K +1,633 New
PCM
825
Prospera Capital Management
Arizona
$285K – – –
31 32
33
34 35